Filed February 20, 2025
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $20,348 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,552 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $1,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,038 | $40,174-0.3% | $84,021-52.3% | $67,579-40.8% |
| Participation rate | 38.1% | 62.7%-24.5pp | 69.0%-30.9pp | 71.3%-33.1pp |
| Annual return | 18.31% | 25.82%-7.5pp | 71.32%-53.0pp | 378.56%-360.2pp |
| Employer contribution / active EE | $3 | $808-99.7% | $1,984-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $1,523 | $2,301-33.8% | $3,239-53.0% | $3,539-57.0% |
| Admin fee / account holder | $475 | $128+269.9% | $6,102-92.2% | $142+233.6% |